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JHEIX vs RMFCX
JHEIX vs RMFCX Comparison
Open Charts JHEIX vs RMFCX
JHancock Equity Income A
Price$18.56
Change-$0.81 (-4.18%)
VolumeN/A
Net Assets633.15M
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
JHEIX vs RMFCX Comparison Chart
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JHEIX vs. RMFCX commentary
Apr 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JHEIX is a Hold and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. JHEIX (633M). JHEIX pays higher dividends than RMFCX: JHEIX (1.50) vs RMFCX (1.34). JHEIX was incepted earlier than RMFCX: JHEIX (10 years) vs RMFCX (23 years). JHEIX (1.14) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JHEIX (22.00). RMFCX has a lower initial minimum investment than JHEIX: RMFCX (250) vs JHEIX (1000). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. JHEIX (-1.57). RMFCX return over 5 years is better than : 76.10 vs. JHEIX (58.04).
| JHEIX | RMFCX | JHEIX / RMFCX | |
| Total Expense Ratio | 1.13 | 0.91 | 124% |
| Annual Report Gross Expense Ratio | 1.14 | 0.91 | 125% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.227 | 2.814 | 150% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 103B | 1% |
| Annual Yield % from dividends | 1.50 | 1.34 | 112% |
| Returns for 1 year | -1.57 | 6.77 | -23% |
| Returns for 3 years | -7.92 | 11.46 | -69% |
| Returns for 5 years | 58.04 | 76.10 | 76% |
| Returns for 10 years | 6.22 | 64.62 | 10% |
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